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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,903 | $58,600+12.5% | $83,327-20.9% | $64,173+2.7% |
| Participation rate | 82.8% | 72.0%+10.7pp | 77.8%+5.0pp | 69.6%+13.2pp |
| Annual return | -2.56% | 9.66%-12.2pp | 10.64%-13.2pp | 7.63%-10.2pp |
| Employer contribution / active EE | $1,059 | $2,098-49.5% | $3,379-68.6% | $2,381-55.5% |
| Participant deferral / active EE | $3,310 | $4,656-28.9% | $5,565-40.5% | $3,470-4.6% |
| Admin fee / account holder | $2 | $9,282-100.0% | $7,540-100.0% | $4,887-100.0% |